The Accounts Page provides the most granular level information about a Bucket’s configuration. In this page, account data can be filtered , grouped and sorted by user defined fields.
Review Accounts
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In Manage, select Buckets.
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Choose the drop-down menu Budget Name and Role Name.
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Select View Details of the Bucket you would like to review.
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Select Accounts.
You may also filter accounts by Fiscal year.
Filter Accounts
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In Manage, select Buckets.
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Choose the drop-down menu Budget Name and Role Name.
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Select View Details of the Bucket you would like to review.
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Select Accounts.
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Select Filter By.
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Enter the filter requirements.
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Select + Add Scope to add additional filters.
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Select Apply Filter.
Filter Accounts Options
Fields
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Account Code
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Funds
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Locations
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Objects
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Functions
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State Code
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State Description
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*Account Types
Operator
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*is
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*is not
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between
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not between
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starts with
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ends with
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does not start with
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does not end with
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matches
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does not match
Value
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Custom
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*Expenditure
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*Revenue
Account Type can be only be filtered by is or is not an Expenditure or Revenue account.
Group Accounts Options
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Account Types
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State Code
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State Description
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Funds
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Locations
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Objects
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Functions
Export Bucket Account Details
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In Manage, select Buckets.
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Choose the drop-down menu Budget Name and Role Name.
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Select View Details of the Bucket you would like to review.
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Select Accounts.
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Select Export.
The export will be sent to the email address associated with your account. Ensure that [email protected] is on your list of approved senders.